If you’re looking for an investment firm to manage your hard-earned assets and provide you with financial planning services —so you can enjoy your retirement or whatever else matters most to you in life—then you’ve come to the right place. Fisher Investments UK is a different kind of investment firm.
Fisher Investments UK offers portfolio management tailored to your long-term goals. Your assets are held at recognised UK custodians and managed by Fisher Investments in the United States. Fisher Investments is a privately owned investment adviser, currently managing over £166 billion for clients around the world.1 With roots as an institutional money manager, we provide the same investment expertise to individuals as our institutional clients. This means you get a more disciplined investment strategy and a higher level of service than you’ll find elsewhere.
For over 40 years, Fisher Investments has helped over 135,000 clients down the path of reaching their financial goals.2 We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
The Fisher Investments organisation provides a tailored approach to investment management and financial planning that always puts clients first. This starts with a comprehensive assessment of your personal situation that informs your investment strategy and even considers important factors outside of your portfolio. The result is a highly personalised approach consistent with your goals and needs.
We don’t sell cookie-cutter portfolios. We take the time to understand your individual goals and needs, and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed.Learn More
Fisher Investments and Fisher Investments UK charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better. There are never hidden or layered fees.Learn More
Unlike some money managers that sell standardised portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments UK doesn’t sell high-commission investment products and doesn't earn commissions on trades. We simply charge a management fee based on the size of your account–so we do better when you do better. Furthermore, you will have a dedicated Investment Counsellor who calls regularly to keep you informed (not because we have something to sell).
|Fisher Investments UK:|
|Tailors your portfolio to your goals and needs|
|Calls regularly to keep you informed|
|Never has hidden or layered fees|
|Some Money Managers:|
|Provide standardised portfolios|
|Only call when they have something to sell|
|Won't give you a dedicated Investment Counsellor|
We begin by getting a deep understanding of your personal situation, goals and needs. We then determine the appropriate investment mix for you. Fisher Investments’ top-down process starts with how much to invest in stocks, bonds, cash or other securities—to maximise the likelihood of reaching your goals. We believe this decision has the biggest impact on your returns over time. From there, we emphasise parts of the market we believe will perform best, such as different countries and sectors. Finally, we analyse individual stocks and other securities and select those we believe will perform best. We believe this active, global approach to portfolio management helps best capitalise on investing opportunities around the world.
Importantly, our approach isn’t "set it and forget it". As a client, you’ll hear from us regularly to make sure your portfolio continues to serve your goals. We believe staying on the path to your goals is one of the biggest challenges facing investors today, which is why client service is a top focus. As a client, you’ll have a dedicated Investment Counsellor who provides you regular, ongoing updates on the market and your portfolio.
If you have £250,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.Learn More
If you’d like to see whether Fisher Investments UK is a good fit for you, contact us today. Our qualified professionals can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying (you may not realise how much you’re actually paying!). If you decide to become a client, Fisher Investments UK has a team of experts who will help make the transition as smooth and seamless as possible. Once you become a client, you’ll have a dedicated Investment Counsellor who will help guide you, as well as serve as a long-term resource for information and support. You’ll also have access to exclusive educational resources such as seminars, webinars and other communications from senior members of the firm’s investment team.
1 As of 30/06/2023, Fisher Investments and its subsidiaries manage over £166 billion in assets globally—over £136 billion for private investors, £27 billion for institutional investors and £2 billion for US small to mid-sized business retirement plans.
2 As of 30/06/2023
Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.